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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-24 |
Branch Locations
3101 E Covenanter Dr Suite A, Bloomington, IN 47401 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Bloomington, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Financial Llc | Westfield | IN | 02/2026 | Present |
| Great West Casualty Company | Bloomington | IN | 07/2021 | 02/2026 |
| The Assurance Group | Thomasville | IN | 06/2019 | 07/2021 |
| American Senior Benefits | Bloomington | IN | 08/2017 | 05/2019 |
| Bankers Life | Bloomington | IN | 01/2017 | 08/2017 |
| Starbucks | Bloomington | IN | 07/2011 | 12/2016 |
| Gradient Advisors, Llc | Arden Hills | MN | 08/2026 | Present |
1. Harmony Park LLC dba for Gradient Advisors, LLC | Investment Related | Bloomington IN 47408 & 3101 E Covenanter Dr, Suite A, Bloomington, IN 47401 | Advisory | Financial Advisor | Investment Advisor Representative | 08/2026 | 80hrs/mo | 60hrs/mo during trading | Advisory Services 2. Stonebridge Financial LLC | Investment Related | 20125 Chad Hittle Dr #3312 Westfield, IN 46074 | Insurance | Chief Managing Officer | Administrator | 02/2026 | 80hrs/mo | 60hrs/mo during trading | Insurance Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
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